Senior Client Finance Coordinator

Situation Group • New York, NY

23h • Hybrid

About The Position

Situation Group, a global collective of digital-first advertising agencies and an award-winning nonprofit, seeks a Senior Client Finance Coordinator to act as the central hub of financial expertise and the primary source of truth for their assigned client portfolio. This role involves managing the full financial lifecycle of assigned client accounts, providing holistic financial oversight beyond simple invoice processing. The Senior Client Finance Coordinator will serve as the primary finance point of contact, ensuring client budgets are understood and reconciled, while driving process improvements to minimize "always-on" billing and create consistency. By integrating with Account Management teams, this role translates SOWs and media plans into precise, predictable billing outputs, acting as the strategic link between financial operations and client-facing business objectives. The position requires ownership of the financial health of the client set, ensuring accurate, timely invoicing aligned with real-time budget realities. The role is based in midtown Manhattan, with an expectation of being in-office four days per week (Monday-Thursday).

Requirements

• 3-5 years proven experience in billing, account finance, or agency operations.
• Strong understanding of budget structures, media plans, and reconciliation workflows.
• Skilled in billing/finance software (e.g., Advantage, Prisma, or similar project accounting systems).
• Excellent verbal and written skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
• Exceptional ability to handle competing priorities and fluidly move between high-level analysis and day-to-day tactical execution.
• A proactive mindset that seeks to identify financial risks and operational inefficiencies before they become issues.

Responsibilities

• Partner with Account Leads to understand client budget structures, translating SOWs and media plans into accurate billing milestones.
• Lead client onboarding for finance, including initial setup within financial systems, and making template recommendations based on specific client needs.
• Weekly review of budgets & billing status with Account Leads to ensure questions or concerns are addressed in real-time.
• Draft quarterly billing schedules and secure sign-offs from both Finance and Account Leads to ensure consistency.
• Drive the invoice lifecycle for assigned clients, utilizing deep knowledge of SOWs and media plans to process invoices with autonomy.
• Manage the end-of-period (monthly/quarterly) work-in-progress, leading reconciliation meetings to review final production and media invoices, addressing overflow costs and open questions.
• Ensuring all invoice formats, descriptions, and amounts are client ready and delivered on time according to billing schedule.
• Serve as the first responder for client financial questions; proactively escalate or resolve inquiries to minimize friction.
• Facilitate weekly standups with client teams to align on budget vs. actuals.
• Set up and distribute weekly Open AR reports, driving specific follow-ups with clients and internal stakeholders to resolve outstanding balances.
• Acknowledge client inquiries within 48 hours and act as the bridge between finance operations and account management.
• Support the Director of Finance in training initiatives, including presenting billing processes and fielding Q&As for the wider team.
• Identify and implement opportunities to optimize processes and communication flows within the Billing Team.

Benefits

• Health care plan (medical, dental and vision)
• Retirement plan with employer match
• Life and disability insurance
• Generous paid time off package that includes vacation, sick, “life happens” days, birthdays, summer Fridays and public holidays
• Paid family leave
• Cold brew coffee, snacks and fresh fruit
• Wellness resources
• Special access to New York City’s arts and entertainment scene

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 11-50 employees